We’ll Be There to Guide You
At Integrity Wealth Planning, Inc. we understand that personal situations and goals can change overnight. That’s why we strive to provide the assurance that we’ll be here when you need us. To maintain our exceptional service, we place a premium on accessibility and make ourselves available to you, your family and your business at your convenience.
As your strategic partner,
we walk beside you every step of the way.
Here’s What to Expect:
1. Fact Finding
We’ll begin with a discovery phase to learn more about you and determine if we’re a good fit moving forward. You’ll have the opportunity to get to know us, what we offer and the fees associated with our services.
Next, we will begin to develop personalized recommendations based on your current circumstances and the goals you have in mind for yourself and your loved ones. As we approach the next steps, you can expect transparency throughout.
Once you feel comfortable with the strategies we’ve presented, our team will begin to work on taking the next steps together. We will implement the strategies appropriate to your plan and ensure you feel confident in the decisions made.
We’ve found that over time, our clients often feel comfortable enough in their plan that they forego a regular review. But, we always encourage you to come to us with any questions, concerns or general conversation you may have and we look forward to connecting with you when you need.
The Significance of Integrity
Our founder, Susan Hurschman discusses what it means to become part of the Integrity Wealth Family.
With Strong Listening Skills and an Unbiased Approach
You Remain at the Forefront of Our Solutions
As our client, you become part of our family at Integrity Wealth - and we look forward to discussing your goals as such. From the needs you have currently to the aspirations you’ve set for your future, we’ll apply unwavering integrity throughout our relationship.